Iron Mountain Inc
IRM- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 6 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Iron Mountain Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 790
- +20 vs. Q4 2022
- Shares held
- 225.9M
- −2.74M (−1.2%) vs. Q4 2022
- Total value
- $12.0B
- +$601.6M (+5.3%) vs. Q4 2022
- New holders
- 74
- 302 more added
- Sold out
- 54
- 266 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,173 | $32.4B |
| Q1 2026 | 1,090 | $25.9B |
| Q4 2025 | 1,011 | $21.4B |
| Q3 2025 | 1,017 | $25.5B |
| Q2 2025 | 1,045 | $25.5B |
| Q1 2025 | 995 | $21.1B |
| Q4 2024 | 1,067 | $24.9B |
| Q3 2024 | 1,056 | $28.8B |
| Q2 2024 | 967 | $22.2B |
| Q1 2024 | 938 | $19.0B |
| Q4 2023 | 891 | $16.4B |
| Q3 2023 | 831 | $13.7B |
| Q2 2023 | 817 | $12.9B |
| Q1 2023 | 790 | $12.0B |
| Q4 2022 | 782 | $11.4B |
| Q3 2022 | 743 | $10.0B |
| Q2 2022 | 767 | $10.9B |
| Q1 2022 | 777 | $12.4B |
| Q4 2021 | 754 | $12.0B |
| Q3 2021 | 711 | $9.94B |
| Q2 2021 | 687 | $9.70B |
| Q1 2021 | 630 | $8.44B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 555 | $29.4K | 0.02% | +7+1.3% | Added |
| Lindbrook Capital, LLC | 554 | $29.3K | 0.00% | +5+0.9% | Added |
| Focused Wealth Management, Inc | 534 | $28.3K | 0.01% | −87−14.0% | Reduced |
| Compass Wealth Management LLC | 525 | $27.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 520 | $27.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 453 | $24.0K | 0.00% | +5+1.1% | Added |
| Byrne Asset Management LLC | 450 | $24.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 437 | $23.1K | 0.00% | +436+43,600.0% | Added |
| Johnson Financial Group, Inc. | 430 | $22.8K | 0.00% | +430 | New |
| PFS Partners, LLC | 419 | $22.2K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 390 | $20.6K | 0.01% | −338−46.4% | Reduced |
| First Community Trust NA | 385 | $20.4K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $20.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $18.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 350 | $18.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 341 | $18.0K | 0.00% | −48−12.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 329 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 335 | $17.0K | 0.00% | −1,494−81.7% | Reduced |
| WR Wealth Planners, LLC | 300 | $15.9K | 0.01% | +300 | New |
| IAG Wealth Partners, LLC | 295 | $15.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 281 | $15.0K | 0.01% | −82−22.6% | Reduced |
| Institutional & Family Asset Management, LLC | 273 | $14.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $13.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $13.5K | 0.00% | +60+30.8% | Added |
| Harbor Investment Advisory, LLC | 253 | $13.4K | 0.00% | −22−8.0% | Reduced |
| Westside Investment Management, Inc. | 250 | $13.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 246 | $13.0K | 0.00% | +20+8.8% | Added |
| Kistler-Tiffany Companies, LLC | 241 | $12.7K | 0.00% | +3+1.3% | Added |
| Zions Bancorporation, N.A. | 240 | $12.7K | 0.00% | −25−9.4% | Reduced |
| Quent Capital, LLC | 240 | $12.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $12.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 220 | $11.6K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 217 | $11.5K | 0.00% | +2+0.9% | Added |
| Chilton Capital Management LLC | 205 | $10.8K | 0.00% | +205 | New |
| Farmers & Merchants Investments Inc | 195 | $10.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $9.74K | 0.00% | +46+33.3% | Added |
| Prestige Wealth Management Group LLC | 179 | $9.58K | 0.00% | −75−29.5% | Reduced |
| Northwest Investment Counselors, LLC | 178 | $9.44K | 0.00% | +178 | New |
| Coston, McIsaac & Partners | 173 | $9.00K | 0.00% | +2+1.2% | Added |
| Chesapeake Asset Management LLC | 170 | $8.99K | 0.01% | +170 | New |
| Kozak & Associates, Inc. | 156 | $8.27K | 0.00% | +2+1.3% | Added |
| Rain Capital Management, LLC | 152 | $8.04K | 0.01% | +152 | New |
| Cutler Group LP | 168 | $8.00K | 0.00% | −142−45.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $8.00K | 0.00% | −120−42.9% | Reduced |
| Rise Advisors, LLC | 144 | $7.63K | 0.01% | +2+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $7.57K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $7.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 135 | $7.00K | 0.00% | +2+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 138 | $7.00K | 0.00% | +138 | New |
| Park Place Capital Corp | 132 | $6.98K | 0.00% | +2+1.5% | Added |
| Assetmark, Inc | 131 | $6.93K | 0.00% | −53−28.8% | Reduced |
| Bell Investment Advisors, Inc | 117 | $6.19K | 0.00% | −80−40.6% | Reduced |
| Colonial Trust Advisors | 115 | $6.08K | 0.00% | −16−12.2% | Reduced |
| Tradition Wealth Management, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $5.98K | 0.00% | 00.0% | Unchanged |
| Motco | 113 | $5.98K | 0.00% | +113 | New |
| Capstone Investment Advisors, LLC | 110 | $5.82K | 0.00% | −4,143−97.4% | Reduced |
| McIlrath & Eck, LLC | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $5.29K | 0.00% | +100 | New |
| Hoese & Co LLP | 100 | $5.28K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 99 | $5.23K | 0.00% | +1+1.0% | Added |
| Red Tortoise LLC | 94 | $4.97K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 80 | $4.23K | 0.00% | +4+5.3% | Added |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 46 | $2.46K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $1.91K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 25 | $1.32K | 0.00% | +25 | New |
| Concord Wealth Partners | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 33 | $1.00K | 0.00% | +33 | New |
| SkyView Investment Advisors, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Baker Avenue Asset Management, LP | 17 | $899 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $838 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $265 | 0.00% | +5 | New |
| Fortis Capital Advisors, LLC | 3 | $159 | 0.00% | −1−25.0% | Reduced |
| Key Financial Inc | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| Baldrige Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| EP Wealth Advisors, LLC | 1,059 | – | – | −14,712−93.3% | Reduced |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −1,237,999−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,155,544−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −104,120−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −90,623−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −54,819−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −51,271−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,638−100.0% | Sold out |